Stephen Jones Email & Phone Number

Vice President @ NewSquare Capital, LLC

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Stephen Jones Location

Malvern, PA, US

Stephen Jones Work

2017 - now Vice President @ NewSquare Capital, LLC
1998 - 2017 Vice President @ Eaton Vance
1994 - 1998 Vice President @ Essex National Securities, LLC

1991 - 1992 Financial Advisor @ Liberty Securities/Pamco
1988 - 1991 Vice President @ Colonial Penn Annuity and Life
Regional Director @ Marketing One Argentina S.A.

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Stephen Jones Education

Drexel
Bachelor of Science (Marketing)
1974 - 1980

Stephen Jones Skills

Mutual Funds
Separately Managed Accounts
Series 63

Asset Allocation
Investments
Wealth Management
Series 7
Alternative Investments
Fixed Annuities
Series 65

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Stephen Jones Summary

Stephen Jones, based in Malvern, PA, US, is currently a Vice President at Newsquare Capital, LLC. Stephen Jones brings experience from previous roles at Eaton Vance, Essex National Securities, LLC, Liberty Securities/Pamco and Colonial Penn Annuity and Life. Stephen Jones holds a 1974 - 1980 Bachelor of Science in Marketing @ Drexel. With a robust skill set that includes Mutual Funds, Separately Managed Accounts, Series 63, Asset Allocation, Investments and more. Stephen Jones has 2 emails and 1 mobile phone numbers on RocketReach.

Stephen Jones Emails

Found 2 emails

Stephen Jones Phone Numbers

Found 3 phone numbers

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Top NewSquare Capital, LLC Employees

Stephen Jones

Vice President at NewSquare Capital, LLC

Malvern, PA, US
2
- gmail.com
- newsquarecapital.com
3
- +1 610-644-XXXX
- +1 610-695-XXXX
- +1 301-676-XXXX
Matthew Wilson

Chief Compliance Officer at NewSquare Capital, LLC

Philadelphia, PA, US
2
- newsquarecapital.com
- verizon.net
2
- +1 402-312-XXXX
- +1 610-525-XXXX
Tim Chisholm

Director - Retirement Plan Services at NewSquare Capital, LLC

Philadelphia, PA, US
2
- newsquarecapital.com
- gmail.com
3
- +1 610-952-XXXX
- +1 610-407-XXXX
- +1 610-407-XXXX
Kimberly Olsan

Senior Municipal Portfolio Manager at NewSquare Capital, LLC

Philadelphia, PA, US
3
- gmail.com
- aol.com
- newsquarecapital.com
3
- +1 907-394-XXXX
- +1 610-731-XXXX
- +1 610-688-XXXX
Courtney Horgan

Operations and Marketing Associate at NewSquare Capital, LLC

Philadelphia, PA, US
1
- newsquarecapital.com
Gang Zhou

Portfolio Analyst at NewSquare Capital, LLC

Newtown Square, PA, US
1
- newsquarecapital.com
2
- +1 201-314-XXXX
- +1 610-325-XXXX
Andrew Curran

Operations Analyst at NewSquare Capital, LLC

Media, PA, US
1
- newsquarecapital.com
Tyler Pugliese

Analyst at NewSquare Capital, LLC

Newtown Square, PA, US
1
- newsquarecapital.com
Lee Grout

Senior Portfolio Manager at NewSquare Capital, LLC

Newtown Square, PA, US
1
- newsquarecapital.com
5+
- +1 484-678-XXXX
- +1 610-692-XXXX
- +1 610-458-XXXX
- +1 610-296-XXXX
- +1 717-585-XXXX
- +1 610-408-XXXX

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